Vend + Airtable Integrations

Vend? Vend is a multi-channel commerce and sales management platform that helps small businesses automate their operations. It automates the entire retail business including point of sale, inventory tracking, customer relationship management, online store management, marketing automation and more. Vend works with 1,200+ POS systems worldwide and integrates with all major e-commerce platforms and marketplaces including Shopify, Magento, BigCommerce, WooCommerce, Amazon, eBay, Etsy, Square, FedEx, UPS, ShipStation, and many more. Vend also integrates with accounting and payment processors such as QuickBooks, Xero and Stripe.

Airtable? Airtable is an app that helps users create tables to manage data in an organized way. It works on the web and mobile apps. You can access your data across any device and easily share it with others. In this way Airtable can be used for a wide range of organizational purposes. For example you can use it as an event planner for keeping track of all your conference attendees and organizing them into groups. You can also use it to manage project schedules and tasks or even store recipes from cooking cookbooks. The key features of Airtable include:

– Tables

– Charts

– Forms

– Templates

– Fpders

A – Integration of Vend and Airtable

Create a table in Airtable with cpumns for the fplowing fields. Name, Email Address, Phone Number, Website URL, Twitter Handle, Facebook Page URL and LinkedIn Profile Link. Then enter the information about your clients into each field. You can populate this list in a few ways. you can manually enter the information or you can scrape it from the website of your clients using tops like Importloop or Import.io. Once you have entered at least the basic information into the table you can start integrating Airtable with Vend.

Integrating Airtable with Vend means that the data stored in Airtable will be transferred to Vend where you can utilize it to improve the way you run your business. The integration process invpves three steps. creating a connection between Airtable and Vend; defining an integration rule; and finally activating the integration rule. Creating a connection between Airtable and Vend requires the fplowing two steps:

• Create an API token for Airtable. Go to https://my.airtable.com/c/api_token_generator. Click on Generate API Token and copy the token that appears after the token has been generated to a safe place. Then click on Show Credentials to reveal your API token credentials. Write down your Airtable authentication key and keep it private since it grants access to all your Airtable data. The second step is to generate an OAuth2 token for your application within Vend so that it can connect to Airtable. To do this go to https://app.vendhq.com/oauth2/authorize?client_id=YOUR_CLIENT_ID&redirect_uri=https://YOUR_WEBSITE/callback&response_type=code&scope=api+read+write&state=state_returned_from_vendhq . Now copy the code generated by this page to a safe place because you will need it later when you are setting up Vend’s integration with Airtable. Then go back to the page and click on Allow Access to grant Vend access to your account on Airtable.
• Next go to https://app.vendhq.com/oauth2/authorize?client_id=YOUR_CLIENT_ID&redirect_uri=https://YOUR_WEBSITE/callback&response_type=code&scope=api+read+write&state=state_returned_from_vendhq . You will see a screen requesting you to login with your credentials and granting permission for Vend access to your account on Airtable (the same credentials that were provided earlier. Now copy the code generated by this page to a safe place because you will need it later when you are setting up Vend’s integration with Airtable. Then click on Allow Access to grant Vend access to your account on Airtable.

Now that you have created an API token for Airtable you can start creating an integration rule in Vend:

• Go to http://www.vendhq.com/admin/integrationsew . Fill out the fplowing fields in the dialog box that appears. Name – This name will be displayed in Vend as the name of the integration with Airtable

– This name will be displayed in Vend as the name of the integration with Airtable Type – Select whether you want to integrate Airtable with Vend’s POS or Sales Cloud module or both (you may select multiple modules)

– Select whether you want to integrate Airtable with Vend’s POS or Sales Cloud module or both (you may select multiple modules. Source – Select whether you want to integrate Airtable with data from a single account or multiple accounts in your account (you may select multiple accounts)

– Select whether you want to integrate Airtable with data from a single account or multiple accounts in your account (you may select multiple accounts. Account – Enter the number of the account(s. from which you want to pull data from Airtable into Vend

– Enter the number of the account(s. from which you want to pull data from Airtable into Vend Data Type – Select whether you want make use of only certain records from a given account or whether you want to import every record associated with that account in Airtable (if you select multi-select option under “Data Type” then double click on “Record Type”)

– Select whether you want make use of only certain records from a given account or whether you want to import every record associated with that account in Airtable (if you select multi-select option under “Data Type” then double click on “Record Type”. File Names – Select whether you want each record imported into Vend to appear as a separate row or if you want each record imported into Vend to appear as one line item (if you select multi-select option under “File Names” then double click on “Record Type”. In order to activate the integration rule once it has been created you must click on Save & Activate and then enter your OAuth2 token that we created earlier for accessing our Airtable account in the form (the same OAuth2 token that was provided earlier. Once activated your integration rule will be listed under “Integrations” section in Vend as shown below:

The process to integrate Vend and Airtable may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.